-46.0%
SOUN vs IBB
+85.9%
-131.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.8% | -4.2% | -5.7% |
| 7D | -1.0% | +2.7% | -3.7% | -5.6% |
| 30D | -24.9% | +6.3% | -31.2% | -32.3% |
| 3M | -49.5% | +11.1% | -60.6% | -58.4% |
| 6M | -54.4% | +29.2% | -83.6% | -71.3% |
| YTD | -59.4% | +30.2% | -89.6% | -74.8% |
| 1Y | -71.4% | +39.5% | -110.9% | -84.3% |
| 3Y | +134.1% | +92.3% | +41.8% | -20.1% |
| All | -46.0% | +85.9% | -131.9% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling